Remote 401(k) Plan Specialist

Guidant-Financial; American Fork (UT); On-site; USD 44,000 - 54,000; Full time

Benefits offered by this job

Health coverage

401k match

Paid time off

Public holidays

Remote work

Job summary

Guidant Financial offers a fully remote Retirement Plan Specialist role enabling you to support entrepreneurs nationwide from home. You will learn to administer and report on 401(k) plans, review documents, and communicate progress with clients as you grow in the role.

You will complete training, perform returns like Form 5500, and use Excel/administration software to ensure accuracy and compliance while enabling clients to navigate government filings.

Qualifications

• 18+ years of age.
• Excellent verbal and written communication skills.
• Meticulous attention to detail and proactive problem solving.

Responsibilities

• Work with clients to obtain necessary information to prepare the annual reporting.
• Review documents submitted by clients for completeness and accuracy.
• Reconcile plans with only rollovers and plan stock using Excel and administration software.
• Utilize administration software to complete 401(k) testing and reporting.
• Make outgoing reminder calls and send emails to clients during the plan year reporting process.
• Prepare required 401(k) plan government filings, including the IRS Form 5500.
• Educate clients regarding the administration of their 401(k) plan and 401(k) plan documents.

Skills

Customer service

Organization

Collaboration

Analytical skills

Excel

Education

Associate's or bachelor's degree in a related field

Tools

Excel

Word

Outlook

Job description

Guidant Financial offers a fully remote Retirement Plan Specialist role enabling you to support entrepreneurs nationwide from home. You will learn to administer and report on 401(k) plans, review documents, and communicate progress with clients as you grow in the role.

You will complete training, perform returns like Form 5500, and use Excel/administration software to ensure accuracy and compliance while enabling clients to navigate government filings.